This guide provides step-by-step instructions for creating an MBR (Monthly Business Review) Agent, which is designed to streamline the preparation process for MBRs. By following the guide, users will learn how to query resources and obtain quick answers, ultimately enhancing efficiency and organization for business reviews. It’s a valuable tool for anyone looking to optimize their workflow and ensure they are well-prepared for important business discussions.
| Level | Persona | Duration | Purpose |
|---|---|---|---|
| 100 | Maker/Developer | 20 minutes | After completing this lab, participants will be able to create a conversational agent hosted in SharePoint. You’ll learn how to add knowledge sources, test and publish to SharePoint. |
Managers and Team Leads – Drowning in slide decks, scattered data, and last-minute scramble sessions before Monthly Business Reviews?
Think of a traditional MBR prep process:
- Without agents: Leaders dig through dozens of decks,
copy/paste insights, manually summarize risks and themes, and chase down
team updates – all while trying to spot patterns across silos
- With agents: AI reads files from SharePoint, extracts
key themes (like at-risk deals or blockers), and delivers concise
summaries you can act on – no digging required
Common challenges solved by this lab: - We waste
hours each month trying to consolidate MBR decks from every team
-
Leadership misses key risks or repetitive asks buried in PowerPoint
files
- It’s hard to spot trends across different teams without a
data analyst
- We’re reactive instead of proactive when it comes
to business risks
In just 20 minutes, you’ll learn how to build an agent that
helps leaders get to the so what
faster—turning static decks into
actionable insights.
Monthly Business Reviews (MBRs) are critical for keeping leadership informed, identifying risks, and aligning on key initiatives. But the preparation process is often tedious and fragmented, requiring hours of manual effort to gather, review, and summarize insights from multiple teams.
Real-world example: A regional sales org prepares for its MBR by collecting slide decks from over 10 team leads. Each deck includes updates, at-risk deals, and escalations—buried across inconsistent formats and file names. A single director spends 4–6 hours manually scanning each one, summarizing recurring themes, and building a master summary for leadership.
After implementing an agent, the director simply prompts the system to scan the latest MBR files in SharePoint. Within seconds, the agent highlights common risks, summarizes recurring asks, and surfaces trends across teams. Now the director can focus on strategic insights—not file wrangling.
| Concept | Why it matters |
|---|---|
| Conversational Agent | Powers natural, chat-like interactions so users can ask about MBR themes, risks, and takeaways without needing to dig through files manually |
| Knowledge | Enables the agent to read and understand content from past MBR decks stored in SharePoint, so it can extract relevant insights and patterns |
| Testing in Copilot Studio | Helps you validate that the agent understands user intent and returns accurate, useful responses before it’s shared with others |
| Publishing to SharePoint | Makes the agent accessible to your team directly from a SharePoint site, so anyone preparing for an MBR can use it on demand |
| SharePoint Agent Setup | Seamlessly integrates with your existing file storage so your agent always has access to the latest MBR decks—no need to move files around |
| ## Documentation and Additional Training Links |
|---|
| ## Prerequisites |
| * Access to Microsoft Copilot Studio with appropriate licensing * Microsoft 365 environment with SharePoint access |
In this lab, you’ll build a conversational MBR agent that streamlines how managers and leaders access insights across Monthly Business Review decks. By the end of the lab, you will:
What are the common risks this month?and get immediate, actionable answers
| ## Use Cases Covered |
| | Step | Use Case | Value added | Effort | |——|———-|————-|——–| | 1 | Create SharePoint site and upload MBR documents | Establish centralized document repository for MBR data that the agent can access | 10 min | | 2 | Build and deploy MBR agent | Create intelligent agent that analyzes MBR documents and provides instant insights | 10 min | |
Create an intelligent conversational agent that can analyze your MBR documents and provide instant insights.
| Use case | Value added | Estimated effort |
|---|---|---|
| Build and deploy MBR agent | Create intelligent agent that analyzes MBR documents and provides instant insights | 10 minutes |
Summary of tasks
In this section, you’ll create a Copilot Studio agent, connect it to your SharePoint documents, test its capabilities, and deploy it back to SharePoint for team access.
Scenario: Build an AI assistant that can instantly answer questions about MBR content, identify common risks and themes, and help leadership prepare for business reviews more efficiently.
Create, configure, test, and deploy a conversational MBR agent that leverages SharePoint documents as its knowledge source.
Select the Configure tab
In the Name field type MBR Agent.
In the Description field type,
This agent helps in preparing for Monthly Business Reviews. It queries MBR resources and provides quick answers
Select ... to go into Edit advanced
settings. Make sure the agent is created as part of one of your
solutions.
Select Create
what deals are currently in the negotiation stage?
and send the message.... next to the Deployed text and select
Copy Agent Url. Open a new browser tab and paste in the
URL.What are the top 3 blockers? in the text input and pressing
ReturnWhich reps requested additional pre-sales support? and
pressing ReturnKey takeaways:
Lessons learned & troubleshooting tips:
Challenge: Apply this to your own use case
True learning comes from doing, questioning, and reflecting—so let’s put your skills to the test.
To maximize the impact of your MBR Agent:
MBR Agent golden rules:
By following these principles, you’ll create MBR agents that not only provide accurate information but transform how leadership teams prepare for and conduct business reviews, turning hours of manual document review into minutes of intelligent conversation.